WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST
Institutional investor · Portfolio as of Q1 2022
Top Holdings24 positions
Microsoft Corp | 2.7M | $832.4M | 8.7% | $110.47 | +168.89% | 13 qtrssince 2019-Q1 | Decreased 0 |
Apple Inc | 4M | $698.4M | 7.3% | $45.22 | +277.63% | 13 qtrssince 2019-Q1 | Decreased 0 |
Amazon.com Inc | 205,000 | $668.3M | 7.0% | $108.72 | +49.93% | 13 qtrssince 2019-Q1 | Increased 69 |
DoorDash Inc | 5.1M | $601.5M | 6.3% | $139.63 | -15.33% | 6 qtrssince 2020-Q4 | Increased 64 |
BERKSHIRE HATHAWAY INC CL A | 1,038 | $549M | 5.7% | $301,215.00 | +78.09% | 13 qtrssince 2019-Q1 | Unchanged 0 |
Visa Inc | 2.4M | $532.2M | 5.6% | $189.42 | +13.11% | 9 qtrssince 2020-Q1 | Unchanged 0 |
Johnson & Johnson | 2.4M | $421.8M | 4.4% | $119.67 | +30.48% | 13 qtrssince 2019-Q1 | Unchanged 0 |
Alphabet Inc | 150,000 | $418.9M | 4.4% | $58.12 | +138.04% | 13 qtrssince 2019-Q1 | Unchanged 0 |
Alphabet Inc | 150,000 | $417.2M | 4.4% | $58.29 | +136.33% | 13 qtrssince 2019-Q1 | Unchanged 0 |
Adobe Systems Inc | 850,000 | $387.3M | 4.0% | $437.25 | +5.22% | 9 qtrssince 2020-Q1 | Increased 76 |
Accenture PLC | 1.1M | $371M | 3.9% | $186.61 | +71.35% | 9 qtrssince 2020-Q1 | Unchanged 0 |
Cisco Systems Inc/Delaware | 6.5M | $362.4M | 3.8% | $43.91 | +13.44% | 13 qtrssince 2019-Q1 | Unchanged 0 |
PepsiCo Inc | 2.1M | $351.5M | 3.7% | $96.97 | +48.73% | 13 qtrssince 2019-Q1 | Unchanged 0 |
JD.com Inc | 6M | $348.7M | 3.6% | $27.36 | +103.95% | 13 qtrssince 2019-Q1 | Unchanged 0 |
JPMorgan Chase & Co | 2.5M | $336.7M | 3.5% | $83.49 | +51.78% | 13 qtrssince 2019-Q1 | Unchanged 0 |
Alibaba Group Holding Ltd | 3.1M | $334.5M | 3.5% | $173.99 | -36.36% | 13 qtrssince 2019-Q1 | Unchanged 0 |
Bank of America Corp | 8M | $329.8M | 3.4% | $23.40 | +66.79% | 13 qtrssince 2019-Q1 | Decreased 0 |
| 1M | $322.6M | 3.4% | $268.05 | +15.49% | 5 qtrssince 2021-Q1 | Unchanged 0 | |
Facebook Inc | 1.4M | $311.3M | 3.3% | $165.59 | +36.65% | 13 qtrssince 2019-Q1 | Decreased 0 |
NIKE Inc | 2.1M | $282.6M | 3.0% | $86.45 | +42.61% | 9 qtrssince 2020-Q1 | Unchanged 0 |
WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST manages $9.6B across 24 positions as of Q1 2022. Top holdings: MSFT (8.7%), AAPL (7.3%), AMZN (7.0%). Fund DNA: Steady Compounder. HoldingsIntel Score: 3.5/5.0.
Exited 2, increased 5, trimmed 4. Top move: ADBE (INCREASED, conviction 76). Portfolio: $9.6B across 24 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
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Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
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